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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (18538)4/4/1998 12:14:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Re...I just happen to believe the spin doctors are out there working overtime...I think INTC has canceled some contracts with AMAT

OJ,

I agree that AMAT probably has lost significant orders and will fall short this Q. IMO though most of that has already been priced into the stock. What will concern me is if AMAT says the current downturn shows no signs of abating. Then the stock may take a tumble.

BK